Wells Fargo & Company
WFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 2,883 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.
Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ
13F holders, Q2 2023
Institutional positions in Wells Fargo & Company as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,996
- +15 vs. Q1 2023
- Shares held
- 2.71B
- −57.4M (−2.1%) vs. Q1 2023
- Total value
- $115.4B
- +$11.9B (+11.5%) vs. Q1 2023
- New holders
- 162
- 633 more added
- Sold out
- 147
- 909 more reduced
12 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 8,701 | $371.4K | 0.07% | +36+0.4% | Added |
| PDS Planning, Inc | 8,700 | $371.3K | 0.05% | +567+7.0% | Added |
| Provence Wealth Management Group | 8,675 | $370.2K | 0.22% | +2,184+33.6% | Added |
| Smith, Moore & Co. | 8,672 | $370.1K | 0.05% | −3,807−30.5% | Reduced |
| Bordeaux Wealth Advisors LLC | 8,629 | $368.3K | 0.15% | −704−7.5% | Reduced |
| Campion Asset Management LLC | 8,625 | $368.1K | 0.33% | −200−2.3% | Reduced |
| First National Bank | 8,594 | $366.8K | 0.30% | −200−2.3% | Reduced |
| Wayfinding Financial, LLC | 7,944 | $366.0K | 0.25% | +523+7.0% | Added |
| Fortem Financial Group, LLC | 8,574 | $365.9K | 0.22% | −1,392−14.0% | Reduced |
| Van Strum & Towne Inc. | 8,564 | $365.5K | 0.15% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 8,530 | $364.1K | 0.03% | −890−9.4% | Reduced |
| MKT Advisors LLC | 7,882 | $363.7K | 0.26% | +96+1.2% | Added |
| Waddell & Associates, LLC | 8,518 | $363.5K | 0.05% | −233−2.7% | Reduced |
| Flagship Harbor Advisors, LLC | 8,469 | $361.5K | 0.03% | −1,535−15.3% | Reduced |
| Intrust Bank NA | 8,436 | $360.1K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 8,409 | $358.9K | 0.05% | +59+0.7% | Added |
| Financial Engines Advisors L.L.C. | 8,400 | $358.5K | 0.00% | +642+8.3% | Added |
| Nichols & Pratt Advisers LLP | 8,400 | $358.5K | 0.03% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 8,400 | $358.5K | 0.08% | +600+7.7% | Added |
| Gateway Wealth Partners, LLC | 8,394 | $358.3K | 0.06% | −40−0.5% | Reduced |
| Prentice Wealth Management LLC | 8,367 | $357.1K | 0.16% | +1,352+19.3% | Added |
| Pin Oak Investment Advisors Inc | 8,363 | $357.0K | 0.40% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 8,350 | $356.4K | 0.05% | −8,514−50.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 8,347 | $356.3K | 0.01% | −5,297−38.8% | Reduced |
| First PREMIER Bank | 8,340 | $356.0K | 0.10% | −1,475−15.0% | Reduced |
| Security National Bank of So Dak | 8,339 | $355.9K | 0.25% | +8,339 | New |
| Summit Asset Management, LLC | 8,320 | $355.1K | 0.09% | 00.0% | Unchanged |
| Diametric Capital, LP | 8,320 | $355.1K | 0.16% | +8,320 | New |
| Hamilton Capital, LLC | 8,308 | $354.6K | 0.02% | −30−0.4% | Reduced |
| Sippican Capital Advisors | 8,293 | $353.9K | 0.33% | −350−4.0% | Reduced |
| Cohen Capital Management, Inc. | 8,274 | $353.1K | 0.07% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,261 | $352.6K | 0.03% | +8,261 | New |
| Equitable Trust Co | 8,242 | $351.8K | 0.03% | −6,662−44.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,223 | $351.0K | 0.05% | +8,105+6,868.6% | Added |
| Keel Point, LLC | 8,187 | $349.4K | 0.05% | +1,397+20.6% | Added |
| Twin Focus Capital Partners, LLC | 8,178 | $349.0K | 0.07% | −8,526−51.0% | Reduced |
| Crawford Investment Counsel Inc | 8,162 | $348.3K | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 8,158 | $348.2K | 0.00% | +35+0.4% | Added |
| Baldwin Brothers Inc | 8,100 | $345.7K | 0.03% | −9,425−53.8% | Reduced |
| Plancorp, LLC | 8,093 | $345.4K | 0.02% | +434+5.7% | Added |
| Heritage Trust Co | 8,073 | $344.6K | 0.05% | +2,575+46.8% | Added |
| Monetary Management Group Inc | 8,065 | $344.2K | 0.11% | 00.0% | Unchanged |
| City State Bank | 8,060 | $344.0K | 0.19% | +694+9.4% | Added |
| Cutler Investment Counsel LLC | 8,047 | $343.4K | 0.05% | 00.0% | Unchanged |
| Sky Investment Group LLC | 8,024 | $342.5K | 0.07% | −50−0.6% | Reduced |
| Capital Square, LLC | 8,018 | $342.2K | 0.32% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 8,011 | $341.9K | 0.08% | −1,400−14.9% | Reduced |
| Mirabella Financial Services LLP | 8,000 | $341.4K | 0.04% | +8,000 | New |
| Founders Financial Alliance, LLC | 7,954 | $339.5K | 0.13% | +694+9.6% | Added |
| New Hampshire Trust | 7,950 | $339.3K | 0.09% | +150+1.9% | Added |
| BancFirst Trust & Investment Management | 7,976 | $338.6K | 0.20% | −556−6.5% | Reduced |
| AlphaCore Capital LLC | 7,928 | $338.4K | 0.05% | +2,128+36.7% | Added |
| Arbor Investment Advisors, LLC | 7,920 | $338.0K | 0.06% | −897−10.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,871 | $335.9K | 0.04% | −149−1.9% | Reduced |
| Peak Planning Group, LLC | 7,854 | $335.2K | 0.25% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,844 | $334.8K | 0.22% | +7,844 | New |
| Weil Company, Inc. | 7,809 | $333.3K | 0.15% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 7,800 | $332.9K | 0.46% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 7,800 | $332.9K | 0.19% | +1,000+14.7% | Added |
| Red Door Wealth Management, LLC | 7,779 | $332.0K | 0.07% | +283+3.8% | Added |
| Coastline Trust Co | 7,729 | $329.9K | 0.05% | −6,497−45.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 7,666 | $327.2K | 0.10% | +1,374+21.8% | Added |
| Core Alternative Capital | 7,609 | $324.8K | 0.05% | +212+2.9% | Added |
| Willis Johnson & Associates, Inc. | 7,587 | $323.8K | 0.03% | −1,317−14.8% | Reduced |
| Field & Main Bank | 7,581 | $323.6K | 0.18% | −399−5.0% | Reduced |
| BancorpSouth Bank | 7,574 | $323.3K | 0.03% | −292−3.7% | Reduced |
| S.A. Mason LLC | 8,636 | $322.8K | 0.23% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 7,542 | $321.9K | 0.14% | −38−0.5% | Reduced |
| Retirement Group, LLC | 7,510 | $320.5K | 0.13% | 00.0% | Unchanged |
| Icapital Wealth LLC | 7,500 | $320.1K | 0.20% | −4,180−35.8% | Reduced |
| Cidel Asset Management Inc | 7,500 | $320.1K | 0.01% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 7,500 | $320.0K | 0.29% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 7,495 | $319.9K | 0.26% | −776−9.4% | Reduced |
| Evoke Wealth, LLC | 7,489 | $319.6K | 0.01% | +7,489 | New |
| Kathleen S. Wright Associates Inc. | 7,475 | $319.0K | 0.20% | −3,500−31.9% | Reduced |
| Bailard, Inc. | 7,468 | $318.7K | 0.01% | −14−0.2% | Reduced |
| STAR Financial Bank | 7,457 | $318.3K | 0.30% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 7,436 | $317.4K | 0.07% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 7,420 | $316.7K | 0.01% | −388−5.0% | Reduced |
| New Jersey Better Educational Savings Trust | 7,401 | $315.9K | 0.74% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 7,400 | $315.8K | 0.11% | 00.0% | Unchanged |
| Cowa, LLC | 7,400 | $315.8K | 0.21% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 7,386 | $315.2K | 0.13% | +1,239+20.2% | Added |
| Front Row Advisors LLC | 7,391 | $315.0K | 0.14% | −4−0.1% | Reduced |
| Simon Quick Advisors, LLC | 7,375 | $314.8K | 0.03% | +980+15.3% | Added |
| Arrow Financial Corp | 7,337 | $313.1K | 0.04% | +62+0.9% | Added |
| Wagner Wealth Management, LLC | 7,325 | $312.6K | 0.12% | +24+0.3% | Added |
| Schulhoff & Co Inc | 7,265 | $310.1K | 0.14% | −1,269−14.9% | Reduced |
| Alpha Family Trust | 7,220 | $308.1K | 0.22% | −1,145−13.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7,218 | $308.1K | 0.24% | −34−0.5% | Reduced |
| E&G Advisors, LP | 7,218 | $308.1K | 0.11% | −10−0.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 7,214 | $307.9K | 0.29% | +4+0.1% | Added |
| Duncker Streett & Co Inc | 7,199 | $307.2K | 0.07% | +933+14.9% | Added |
| Simplicity Wealth,LLC | 7,192 | $307.0K | 0.19% | +7,192 | New |
| Plante Moran Financial Advisors, LLC | 7,184 | $306.6K | 0.04% | +16+0.2% | Added |
| Confluence Wealth Services, Inc. | 7,175 | $306.2K | 0.07% | −590−7.6% | Reduced |
| Vicus Capital | 7,150 | $305.2K | 0.03% | −503−6.6% | Reduced |
| Blue Barn Wealth, LLC | 7,147 | $305.0K | 0.20% | −69−1.0% | Reduced |
| Arden Trust Co | 7,145 | $305.0K | 0.05% | −10,862−60.3% | Reduced |
| Lynch & Associates | 7,125 | $304.1K | 0.08% | 00.0% | Unchanged |